CoverageForm 410-K10-Q8-K13D13G13F

HOG · Harley-Davidson, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · HOG

Income Statement

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Revenue$4.47B$5.19B$5.84B$5.76B$5.34B$4.05B
Cost of Revenue$2.74B$3.01B$3.32B$3.40B$3.24B$2.44B
Gross Profit$1.73B$2.18B$2.51B$2.35B$2.09B$1.62B
R&D--$159.30M$158.60M$175.10M$202.40M
SG&A$1.15B$1.15B$1.18B$1.08B$1.05B$1.05B
Total Operating Expenses$4.09B$4.77B$5.06B$4.85B$4.51B$4.04B
D&A$172.37M$160.67M$158.11M$151.94M$165.19M$185.72M
Operating Income$386.63M$416.63M$779.08M$909.28M$823.44M$9.68M
Interest Expense$33.44M$30.75M$30.79M$31.23M$30.97M$31.12M
Income Tax$129.58M$71.96M$171.83M$192.02M$169.21M($17.03M)
Net Income$338.74M$455.36M$706.59M$741.41M$650.02M$1.30M
EPS - Basic$2.82$3.46$4.96$5.01$4.23$0.01
EPS - Diluted$2.78$3.44$4.87$4.96$4.19$0.01

Balance Sheet

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Cash & Equivalents$3.09B$1.59B$1.53B$1.43B$1.87B$3.26B
Accounts Receivable$225.76M$234.31M$267.20M$252.22M$182.15M$143.08M
Inventory$730.90M$745.79M$929.95M$950.96M$712.94M$523.50M
Accounts Payable$389.24M$298.72M$349.16M$378.00M$374.98M$290.90M
Current Assets$5.59B$5.00B$5.16B$4.75B$4.55B$5.85B
Total Assets$8.04B$11.88B$12.14B$11.49B$11.05B$12.01B
Current Liabilities$2.66B$3.56B$3.38B$3.53B$3.34B$3.98B
Long-term Debt$1.65B$4.47B$4.99B$4.46B$4.60B$5.93B
Total Liabilities------
Stockholders' Equity$3.14B$3.17B$3.25B$2.90B$2.55B$1.72B
Retained Earnings$3.72B$3.47B$3.10B$2.49B$1.84B$1.28B

Cash Flow

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Operating Cash Flow$568.92M$1.06B$754.89M$548.46M$975.70M$1.18B
Investing Cash Flow$3.78B($383.33M)($512.30M)($773.01M)($459.45M)($66.78M)
Financing Cash Flow($3.01B)($572.32M)($174.65M)($201.97M)($1.88B)$1.37B
CapEx$153.68M$196.56M$207.40M$151.67M$120.18M$131.05M
Free Cash Flow$415.24M$867.27M$547.48M$396.79M$855.52M$1.05B

Ratios

MetricFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Profitability
Gross margin38.7%42.0%43.1%40.9%39.2%39.9%
Operating margin8.6%8.0%13.3%15.8%15.4%0.2%
EBITDA margin12.5%11.1%16.1%18.4%18.5%4.8%
Net margin7.6%8.8%12.1%12.9%12.2%0.0%
Free cash flow margin9.3%16.7%9.4%6.9%16.0%25.8%
FCF / Net income1.231.900.770.541.32806.50
R&D / Revenue--2.7%2.8%3.3%5.0%
SG&A / Revenue25.7%22.1%20.1%18.8%19.6%25.9%
Effective tax rate27.7%13.6%19.6%20.6%20.7%-
Return on assets4.2%3.8%5.8%6.5%5.9%0.0%
Return on equity10.8%14.4%21.7%25.5%25.5%0.1%
Return on invested capital5.8%4.7%7.6%9.8%9.1%0.1%
Liquidity
Current ratio2.101.401.531.341.361.47
Quick ratio1.831.191.251.081.151.34
Cash ratio1.160.450.450.410.560.82
Leverage
Debt / Equity0.531.411.531.541.803.44
Debt / Assets0.210.380.410.390.420.49
Debt / EBITDA2.957.745.334.204.6530.36
Interest coverage11.6x13.5x25.3x29.1x26.6x0.3x
Equity multiplier2.563.753.733.964.336.97
Liabilities / Assets------
Efficiency
Asset turnover0.560.440.480.500.480.34
Inventory turnover3.754.033.573.584.554.65
Days sales outstanding18d16d17d16d12d13d
Days inventory outstanding97d91d102d102d80d78d
Days payable outstanding52d36d38d41d42d44d
Cash conversion cycle64d71d81d77d50d48d
Valuation
P / E7.4x8.8x7.6x8.4x9.0x3670.0x
P / B0.8x1.3x1.6x2.1x2.3x3.3x
P / S0.6x0.8x0.9x1.1x1.1x1.4x
EV / EBITDA1.9x11.9x9.4x8.7x8.7x42.6x
Growth
Revenue growth (YoY)-13.8%-11.1%1.4%7.8%31.6%-24.4%
Revenue CAGR (3y)-8.1%-0.9%12.9%2.4%-2.3%-10.5%
Revenue CAGR (5y)2.0%-0.7%0.4%0.4%-2.3%-7.5%
Gross profit growth (YoY)-20.6%-13.3%6.9%12.3%29.3%-24.1%
Operating income growth (YoY)-7.2%-46.5%-14.3%10.4%8407.5%-98.3%
Net income growth (YoY)-25.6%-35.6%-4.7%14.1%49978.9%-99.7%
EPS growth (YoY)-19.2%-29.4%-1.8%18.4%41800.0%-99.6%
EPS CAGR (3y)-17.6%-6.4%686.8%22.8%9.5%-85.1%
EPS CAGR (5y)208.2%5.1%8.8%10.4%1.8%-69.3%
FCF growth (YoY)-52.1%58.4%38.0%-53.6%-18.3%52.4%
FCF CAGR (5y)-16.9%4.8%-11.2%-13.1%-1.4%4.5%
Book value growth (YoY)-0.8%-2.7%12.0%13.7%48.2%-4.5%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$3.60B total
HDMCSegment$3.58B · 99.3%
Livewire Segment$25.67M · 0.7%

Product / service

$3.58B total
Motorcycles$2.66B · 74.3%
Parts Accessories$614.07M · 17.2%
Apparel$215.78M · 6.0%
Product And Service Other$69.11M · 1.9%
License$21.67M · 0.6%

Geographic

$3.58B total
US$2.40B · 67.1%
EMEA$538.78M · 15.0%
Other Foreign Countries$255.34M · 7.1%
CA$161.45M · 4.5%
JP$112.38M · 3.1%
Australia And New Zealand$105.86M · 3.0%
Non Us$6.62M · 0.2%

Stability scores

Piotroski F-score

FY 2025 · 9-point quality

8/9
Strong
  • Net income positive
  • Operating cash flow positive
  • ROA improved YoY
  • Cash flow > net income
  • Long-term debt decreased
  • Current ratio improved
  • No share dilution
  • Gross margin improved
  • Asset turnover improved

Peer comparison

Same SIC group: Motorcycles, Bicycles & Parts

CompanyRevenue (last FY)Net marginROE
FOXF$1.47B-37.1%-81.3%
LVWR$25.67M-292.6%-163.2%
BRDS$244.66M-146.6%-1428.7%
FUV---
LEAT$61.91M5.3%7.7%

Comparing HARLEY-DAVIDSON against the 5 most active filers in the same SIC group.

Dividends

$0.55/share trailing 12 months · -22.4% YoY

Ex-datePer share
Mar 2, 2026$0.1880
Dec 9, 2025$0.1800
Sep 10, 2025$0.1800
Jun 2, 2025$0.1800
Feb 28, 2025$0.1800
Dec 10, 2024$0.1730
Sep 16, 2024$0.1730
Jun 5, 2024$0.1730
Mar 1, 2024$0.1730
Dec 8, 2023$0.1650
Sep 11, 2023$0.1650
Jun 2, 2023$0.1650
Mar 2, 2023$0.1650
Dec 8, 2022$0.1580
Sep 9, 2022$0.1580
Jun 1, 2022$0.1580
Feb 25, 2022$0.1580
Dec 7, 2021$0.1500
Sep 9, 2021$0.1500
Jun 9, 2021$0.1500
Mar 1, 2021$0.1500
Dec 3, 2020$0.0200
Sep 9, 2020$0.0200
May 21, 2020$0.0200